WFG Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $132K | Buy |
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|
2017
Q1 | $89K | Sell |
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|
2016
Q4 | $104K | Sell |
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|
2016
Q3 | $99K | Buy |
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|
2016
Q2 | $92K | Buy |
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|
2016
Q1 | $55K | Buy |
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|
2015
Q4 | $63K | Buy |
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|
2015
Q3 | $59K | Sell |
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|
2015
Q2 | $83K | Sell |
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|
2015
Q1 | $208K | Sell |
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|
2014
Q4 | $529K | Buy |
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|
2014
Q3 | $477K | Buy |
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|
2014
Q2 | $514K | Buy |
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|
2014
Q1 | $484K | Sell |
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|
2013
Q4 | $1.48M | Buy |
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|
2013
Q3 | $1.22M | Sell |
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|
2013
Q2 | $1.32M | Buy |
|